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William Stephen Harvey

WHITCOMB & HESS, INC.·ASHLAND, Ohio
Unclaimed Profile
1020 CLEVELAND AVENUE, ASHLAND, OH 44805CRD# 4550728Firm CRD# 121064
01

About

William Stephen Harvey is a registered financial advisor based in ASHLAND, Ohio, affiliated with WHITCOMB & HESS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WHITCOMB & HESS, INC.
WHITCOMB & HESS, INC.
AUM
$344M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at WHITCOMB & HESS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4550728
Firm CRD# 121064
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Stephen Harvey offer?
William Stephen Harvey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHLAND, Ohio for a consultation.
What are William Stephen Harvey's credentials?
William Stephen Harvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Stephen Harvey located?
William Stephen Harvey is based in ASHLAND, Ohio, working with WHITCOMB & HESS, INC.. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does William Stephen Harvey charge for services?
William Stephen Harvey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITCOMB & HESS, INC.?
WHITCOMB & HESS, INC. has approximately 28 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ASHLAND
James Howard Hess — WHITCOMB & HESS, INC.Aaron Lee Bates — WHITCOMB & HESS, INC.Eric Miller Key — WHITCOMB & HESS, INC.Kim Elaine Tanner — WHITCOMB & HESS, INC.Tami Lee Reynolds — WHITCOMB & HESS, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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